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SBI Long Term Equity Fund Direct Plan Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
48.36%
1Y return
-0.40% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹214.98
Min. SIP Amount₹500
Rating2star
Fund Size₹10,169.08 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.4%14.2%12.2%14.4%
Category average54.9%14.2%14.3%NA
Rank with in category271728NA
Understand termsinfo

Holdings (62)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.3%
Tech Mahindra Ltd.TechnologyEquity4.2%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity3.6%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity3.3%
Cipla Ltd.HealthcareEquity3.3%
HDFC Bank Ltd.FinancialEquity3.2%
State Bank of India
FinancialEquity3.2%
Infosys Ltd.TechnologyEquity3.2%
Ambuja Cements Ltd.ConstructionEquity3.1%
See All

Pros and cons

Category: Equity ELSS

Pros

  • 3Y Returns are higher than the category average returns
  • Exit load is zero

Cons

  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.23%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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